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Product Overview
To create winning proposals, your marketing and proposal teams need accurate data. But when information is siloed in different systems, teams spend more time on data collection than strategy. Unanet CRM's Vista integration solves this problem by automatically bringing project, company, contact, and personnel data from Vista into Unanet CRM.
By replacing data silos with a single source of truth, your teams get easy access to the information and insights they need to create better submittal documentation and marketing collateral, faster. The end result? Improved efficiency, increased win rates, and lower pursuit costs.
Features
Reduce Costly Data Issues
By reducing the number of data silos in your organization, the integration removes costly and time-consuming information bottlenecks, eliminates the pain and expense of double data entry, and minimizes data errors and inconsistencies.Focus on Strategy, not Data Collection
This integration gives your teams easy access to the information and insights they need to create better more effective submittal documentation and marketing collateral. Time once spent on data collection can now be used to focus on strategy!A Single Source of Truth Benefits Your Entire Organization
A single source of truth for project and pursuit data has game-changing benefits for your entire organization. Information that used to take considerable time and energy to find is now available at people's fingertips, enabling reporting and insights that drive smarter decision-making across your company.
Categories
CRM, Sales & Marketing
CRM, Sales & Marketing
Support
View Full Support and ResourcesCRM, Sales & Marketing
Unanet CRM by Cosential + Vista
Connect project and pursuit data for game-changing insights.
Developer: Unanet
- Works with Vista
Attention
Please get in touch with your account owner for assistance. If you wish to make a purchase, we recommend signing out and creating a personal account.
